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506623496 · 2021年08月25日

另两个选项辨析

  1. CFA III
  2. Behavioral Finance

* 问题详情，请 查看题干

NO.PZ201511190100000501

问题如下：

Which new client would most likely be identified as a friendly follower?

选项：

A.

Blake.

B.

Neilson.

C.

Williamson.

解释：

C is correct.

Friendly followers are passive investors with low to moderate risk tolerance. Friendly followers tend to follow leads from their friends, colleagues, or advisors. They often want to be in the latest, most popular investments without regard to suitability for long-term goals. Rodriguez’s notes indicate Williamson considers himself to be a low to moderate risk taker. In addition, he admits following the advice of colleagues and this advice resulted in purchase of latest, popular stocks without consideration of goals.

请问另外两个选项A是II，B是AA吗？

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王琛_品职助教 · 2021年08月25日

嗨，从没放弃的小努力你好：


我个人认为选项 A Blake 的投资者类型 II 和 AA 都可以，界限并不是特别清晰，请参考：https://class.pzacademy.com/qa/77764

选项 B Neilson 是 PP。Passive Preservers 表现出 low risk tolerance. 而且 "They have a high need for security, they are highly emotional about losing money, and they become uneasy during times of stress or change.” 他们对security有很高的要求，对亏损非常情绪化，而且很容易感到担忧和不安

关于投资者分类，我之前写过一个分析思路总结，同学可以参考一下：https://class.pzacademy.com/qa/82875

这个知识点是重点，考的概率是很大的，建议同学一定要多通过做题总结，把这个知识点掌握扎实

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